2019-09-20 09:32:392020-01-17 Coast Specialist Recruitment
Job Type Permanent full-time
Location London, EC4
Area London, UK London, EC4
Sector FINANCIAL SERVICES - Paraplanning
Salary £32 - 45,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref Ref: keh-13244
Job Views 165
  • Our client,is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000.
  • The two principals, have been working together since 1989 and have seen the industry change many times over.
  • The firm currently stands at 37 fee earners, with a similar number of compliance and support staff.
  • One of the largest independent, Chartered firms in the UK.
  • Committed to retaining its independent status. 

This highly successful and reputable organisation is looking to recruit a “career Paraplanner”.

Candidates should have the following experience:-
  • ·         3 years relevant industry experience
  • ·         Diploma qualified and ideally working towards chartered
  • ·         Able to write Suitability Letters regarding ISAs, ISA top-ups, GIAs, Protection including Whole of Life, Money Purchase Pension Transfer reports, New Pensions/SIPPs, tax-efficient investments etc.
  • ·         Ability to undertake research on all of the above
  • ·         To be able to follow internal and compliance processes to support both the adviser and firm
  • ·         Be able to work and liaise with the Client Account Manager
  • ·         Experience of using Intelligent Office preferred
  • ·         Experience of Voyant or similar cash flow planning tools preferred
  • ·         Experience of FE Analytics preferred
  • No immediate desire to be an adviser
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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